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TOWNSEND HOLDINGS LLC
CLEVELAND, OH
216-781-9090
SEC #801-72968Total AUM
$19.6B
Employees
110Clients
67Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
950 MAIN AVENUE
SUITE 1600
CLEVELAND
OH 44113
United States
SUITE 1600
CLEVELAND
OH 44113
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
216-781-9090
Other Offices
4
Financials
Total AUM
$19.6B
Accounts
67Discretionary
$15.7B
Accounts
58Non-Discretionary
$3.9B
Accounts
9
Clients
Pooled Vehicle Clients
16AUM
$3.3B
Pension/Profit Sharing Plan Clients
45AUM
$14.1B
Government Entity Clients
5AUM
$2B
Investment Advisor Clients
1AUM
$202.7M
Services
Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 37 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.